Going above and beyond
By Bryson’s reckoning, the biggest challenges going forward will be managing growth. Over the years the company has grown in spurts, and certain fiscal years have brought in more clients, which forced the Blaze Portfolio team to delay implementations to make sure clients were getting the right level of service. Bryson reiterated the focus on user experience, explaining that they are always looking for good people to support their clients.
The pace of technological advancement is another driving force for rapid change. This is why most tech companies grow at the pace they do, to stay ahead of the pack and release new features to enhance the product. Bryson plans to provide better analytics and dashboards so advisors can learn more about their existing clients to optimize their workflows.
WealthTech Club takeaways
Blaze Portfolio has been around the block and back. They were pioneers in providing APIs when tech firms were in the dark on how to use them. Today, Bryson Pouw and his team remain at the forefront of change. Blaze Portfolio is an efficient portfolio-rebalancing and trading technology for investment professionals, and, thanks to the hard work of the Blaze Portfolio team, the platform is among the top in its class.
Interviewed by Vasyl Soloshchuk, CEO and co-owner at INSART, FinTech & Java engineering company. Vasyl is also the author of WealthTech Club, which conducts research into Fortune and Startup Robo-advisor and Wealth Management companies in terms of the technology ecosystem.